We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
1226
Independent Financial Group
California
$462K +$4.79K +26 +1%
AWM
1227
Accurate Wealth Management
Florida
$460K +$64.1K +348 +17%
PIA
1228
Pinion Investment Advisors
Kansas
$460K
PDL
1229
Portfolio Design Labs
California
$458K -$2.46M -13,365 -85%
CCMG
1230
Clark Capital Management Group
Pennsylvania
$458K -$36.9K -200 -8%
LCM
1231
Landscape Capital Management
New Jersey
$458K +$432K +2,342 New
KC
1232
Knuff & Co
California
$457K
RCAG
1233
Rehmann Capital Advisory Group
Michigan
$455K -$10.1K -55 -2%
AWE
1234
Avidian Wealth Enterprises
Texas
$454K +$20.5K +111 +5%
HNWAG
1235
High Net Worth Advisory Group
Florida
$454K
PA
1236
Probity Advisors
Texas
$452K -$3.13K -17 -0.7%
LAS
1237
LWM Advisory Services
Florida
$449K +$30.6K +166 +8%
SW
1238
Simplicity Wealth
New Jersey
$448K -$6.63M -35,968 -94%
EFG
1239
Everhart Financial Group
Ohio
$448K +$75.5K +410 +22%
AIA
1240
Alera Investment Advisors
Illinois
$447K -$56.8K -308 -12%
MWA
1241
Meridian Wealth Advisors
Texas
$447K
APA
1242
Astoria Portfolio Advisors
New York
$446K
IFS
1243
Ifrah Financial Services
Arkansas
$443K -$4.05K -22 -1%
DTC
1244
Davidson Trust Company
Washington
$441K
HWAM
1245
Hennion & Walsh Asset Management
New Jersey
$441K -$2.95K -16 -0.7%
HCM
1246
Howland Capital Management
Massachusetts
$440K -$96.7K -525 -19%
FAM
1247
Fenimore Asset Management
New York
$439K +$1.66K +9 +0.4%
CFP
1248
Catalyst Financial Partners
Massachusetts
$439K +$14.4K +78 +4%
SWM
1249
Salvus Wealth Management
New Jersey
$437K +$15.1K +82 +4%
RSA
1250
River Street Advisors
Illinois
$435K +$10.3K +56 +3%